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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Sensible Financial Planning & Management, LLC.

Quarter ended Q2 2025 · Filed August 8, 2025 · Accession 0002063364-25-000195

Total Value
$526.6M
Positions
37
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (37)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085248703,021,995$80.6M15.31%
2VANGUARD CHARLOTTE FDS92203J4071,605,019$79.5M15.09%
3ISHARES TR4642886201,392,426$71.6M13.60%
4ISHARES TR464288588738,128$69.3M13.16%
5VANGUARD INDEX FDS92290836342,741$24.3M4.61%
6VANGUARD INDEX FDS92290876979,414$24.1M4.58%
7ISHARES TR46429B747219,485$22.6M4.29%
8ISHARES TR46432F39691,777$22.1M4.19%
9SPDR SERIES TRUST78468R796385,557$19.6M3.73%
10VANGUARD WORLD FD92191087366,210$14.9M2.83%
11SCHWAB STRATEGIC TR808524201507,238$12.4M2.35%
12VANGUARD SCOTTSDALE FDS92206C771241,118$11.2M2.12%
13VANGUARD SCOTTSDALE FDS92206C573143,651$11.1M2.11%
14SPDR INDEX SHS FDS78463X889176,641$7.2M1.36%
15DIMENSIONAL ETF TRUST25434V856170,489$7.1M1.35%
16SCHWAB STRATEGIC TR808524847333,901$7.1M1.34%
17VANGUARD INDEX FDS92290873613,484$5.9M1.12%
18VANGUARD TAX-MANAGED FDS92194385896,277$5.5M1.04%
19VANGUARD INDEX FDS92290875120,573$4.9M0.93%
20VANGUARD INDEX FDS92290862910,942$3.1M0.58%
21VANGUARD INTL EQUITY INDEX F92204285861,001$3.0M0.57%
22VANGUARD INDEX FDS92290855331,097$2.8M0.53%
23ISHARES TR46435G42518,394$2.5M0.47%
24VANGUARD MALVERN FDS92202080546,671$2.3M0.45%
25CABOT CORPCBT25,293$1.9M0.36%
26VANGUARD INDEX FDS92290874410,455$1.8M0.35%
27VANGUARD SCOTTSDALE FDS92206C56523,187$1.6M0.31%
28ISHARES TR46435G51611,163$995,9630.19%
29DIMENSIONAL ETF TRUST25434V60916,607$896,1140.17%
30EA SERIES TRUST02072L43326,189$843,5480.16%
31EA SERIES TRUST02072Q66329,407$742,1450.14%
32SPDR INDEX SHS FDS78470E10613,872$656,9770.12%
33EA SERIES TRUST02072L18522,153$599,6560.11%
34SPDR SERIES TRUST78464A67220,577$592,0010.11%
35DOUBLELINE ETF TRUST25861R40210,086$494,9210.09%
36ISHARES INC46434G86311,273$441,5640.08%
37DIMENSIONAL ETF TRUST25434V20312,682$438,4220.08%